Terri Jacobsen

Teresa Jacobsen, Managing Director and Senior Vice President of Investments at UBS, is a CPA with a high level understanding of ownership structure, closely held businesses and tax planning. Accredited as a CPWASM in 2006, Terri delivers her recommendations utilizing a full range of wealth management and private banking services, as well as investment banking products. She started her career as a Certified Public Accountant at KPMG, later on delivering tax planning for wealthy clients at US Trust, before transitioning to an investment management role at UBS in 1999. As a Certified Retirement Specialist with over 25 years of financial services experience, Terri has lectured on a variety of tax topics and has authored numerous tax articles. In addition to her financial career, she is extremely passionate about the humane treatment of animals and works closely with the German Shepherd Animal Rescue of New England, among other community organizations she serves and supports.